Services For Lawyers
Ideal Financial Management over the years have established a specialism within certain demographics that we feel we can make a real difference. One of these areas is assisting the legal profession in areas such as Matrimonial & Family work, Trust and Estate planning as well as Private Client work.
Financial Planning & Divorce
David Patrickson is one of less than 40 IFA”s in the UK holding the Resolution Accreditation for Financial Advisers. Resolution’s Specialist Accreditation is a mark of excellence in practice, recognised by government, Resolution members and prospective clients. representing an outstanding level of skill and expertise.
David has specialised in this area of Financial Planning for a number of years and has built up a network of Family Lawyers in Yorkshire and across the North of England. He helps lawyers and their clients through the often complex area of separating financial assets, with implementing Pension Sharing Orders and on planning the finances for the future after the divorce has finalised. If you would like to arrange an informal chat on how David could work alongside you in order to benefit your clients, please call on the number shown.
Trustee Services
At Ideal we have a dedicated process for assisting Trustees fulfil their duties. From the initial advice to providing a regular Trust Review service we can provide a consistent documented process to make sure Trustees can show they have acted in the best interests of the beneficiaries. We have many years experience in dealing with Will Trusts and Personal Injury trusts and can also assist clients in reducing any potential Inheritance Tax liability.
If you are a solicitor and would like to discuss any of these areas further please contact David Patrickson on 01302 880140 or e-mail dave@idealfinancialmanagement.co.uk
Latest from The Blog
Racing Myths and Market Truths – A Doncaster Guide to Smarter Investing
Now that June is here and the tariff war fiasco has faded (a little), I thought I’d take a light hearted look at one of the oldest sayings in the investment world: “Sell in May [...]
Inheritance Tax Receipts Are Soaring – Here’s What You Need to Know (and How to Protect Your Family Wealth)
Inheritance Tax (IHT) used to be something only the wealthy had to worry about. Not anymore. Thanks to rising house prices, frozen tax thresholds, and new rules around pensions, more and more ordinary families are [...]
Why Cash Flow Planning could be your Greatest Investment for Retirement
The Retirement Sat Nav You Didn't Know You Needed If you're within a few years of retirement and starting to think, "Have I got enough?" you're not alone. But if you’re trying to figure that [...]
What Trump’s Tariffs Mean for Your Investments — and Why Staying the Course Still Wins
OK, I’ve renaged. I was determined to not write another article about the Trump slump again but I’ve had a couple of calls and emails today so I thought I ought to. I didn’t want [...]